This is Where the Revenue Has Gone
February 2, 2010
The table below shows in black and white how the Old Boomer Guard revenues have slowed in the last five years, and on the whole will continue to stagnate, whereas the New Generation companies are meeting the growing demand of the emerging generations.
Are we being unfair? Perhaps, but we buy stocks, not the whole market. It is much more productive to focus on the stocks and the businesses than on the stock market. If we focus on great businesses that are tapping into this emerging demand, especially those that are under-valued and under-believed, who cares what the Old Guard do over the next decade.
|
Old Boomer Guard |
CODE |
5 Year Rev. Growth |
|
General Electric |
GE |
3.2 |
|
Merck |
MRK |
1.2 |
|
American Express |
AXP |
4.1 |
|
Kraft |
KFT |
6.7 |
|
IBM |
IBM |
-0.1 |
|
Wal-Mart |
WMT |
9.4 |
|
Harley Davidson |
HOG |
-2.1 |
|
Microsoft |
MSFT |
9.7 |
|
McDonalds |
MCD |
4.1 |
|
S&P 500 |
|
7.5 |
|
|
|
|
|
|
|
|
|
New Generation |
CODE |
5 Year Rev. Growth |
|
Amazon |
AMZN |
39.0 |
|
Apple |
AAPL |
28.8 |
|
Ross Stores |
ROST |
10.6 |
|
Chipotle Mexican Grill |
CMG |
33.4 |
|
Children’s Place |
PLCE |
15.4 |
|
JM Smucker |
SJM |
22.4 |
|
Tree House |
THS |
16.6 |
|
Boston Beer |
SAM |
13.9 |
|
Whole Foods |
WFMI |
15.8 |
|
Aerospostale |
ARO |
20.7 |
